Core Viewpoint - Sony's recent showcase of a new image stabilization chip indicates a significant shift in camera technology, particularly in motion picture processing, suggesting a future where stabilization occurs at the source rather than through post-processing [1][9]. Group 1: Technology Overview - The showcased image stabilization LSI chip operates close to the image sensor, stabilizing signals during image capture rather than after processing, which allows for real-time correction of shake, rotation, and drift [1][4]. - This chip reduces visible artifacts and edge distortion, providing smoother motion in fast pans or handheld shots, with a latency of approximately 1.5 frames [1][4]. Group 2: Industry Implications - By publicly demonstrating this chip, Sony invites manufacturers to design systems around it, indicating a readiness for widespread application in the imaging industry [4][6]. - The chip is expected to first impact professional and embedded imaging systems, such as broadcast cameras, remote and robotic gimbals, drones, and small camera modules, rather than consumer-level mirrorless cameras [6]. Group 3: Competitive Advantage - Sony's strategy involves proving the chip's value in demanding professional environments before influencing broader camera designs, reinforcing its dominance in the image sensor market [6][8]. - The integration of the stabilization chip with image sensors enhances Sony's control over the entire imaging process, leading to improved image quality and reduced reliance on downstream corrections [6][9]. Group 4: Future Developments - Sony's recent innovations, including high-resolution global shutter sensors, demonstrate a commitment to advancing imaging technology without compromising motion integrity, which is crucial for filmmakers [8][9]. - The trend of shifting decision-making power regarding image quality to the sensor level signifies a broader industry movement towards hardware-based solutions for image processing [9].

Group 1 - Meituan has agreed to acquire Dingdong Fresh Holding Limited for $717 million, which will make Dingdong a wholly-owned subsidiary of Meituan, enhancing its core competitive advantages on a larger platform [3] - Nvidia will not launch new gaming graphics chips this year due to a shortage of storage chips, marking the first time in thirty years, and will reduce the production of the current GeForce RTX50 series [3] - Amazon announced a capital expenditure of approximately $200 billion for 2026, exceeding market expectations, primarily for cloud infrastructure and AI technology development [3] Group 2 - Alphabet's Q4 revenue reached $113.83 billion, a year-on-year increase of 18%, with Google Cloud revenue growing by 48% to $17.66 billion [4] - NIO expects to achieve an adjusted operating profit of 700 million to 1.2 billion yuan in Q4 2025, marking its first quarterly profit [4] Group 3 - Baidu's board has approved a $5 billion share buyback plan and a dividend policy, with the first dividend expected in 2026, reflecting confidence in its growth prospects [6] - TSMC plans to invest approximately $17 billion in its Kumamoto plant for 3nm chip production, while also evaluating adjustments to its second wafer fab's process planning [6] - Guoxuan High-Tech plans to issue A-shares to raise up to 5 billion yuan for various battery projects and to supplement working capital [6] Group 4 - Samsung Electronics announced the construction of a dedicated HBM4 DRAM production line at its P4 plant, aiming to increase production capacity by nearly 20% [12] - Toyota continues to focus on hybrid vehicles after achieving six consecutive years of global sales leadership, with a projected decline in net profit for Q3 [12] - Sony Group's Q3 operating profit was 515.04 billion yen, exceeding market expectations, and it raised its full-year operating profit forecast to 1.54 trillion yen [12]

Core Insights - Sony Group Corporation reported a third-quarter fiscal 2025 net income per share of ¥62.82, an increase from ¥56.42 in the previous year, with adjusted net income at ¥377.3 billion compared to ¥341.1 billion last year [1][11] Financial Performance - Quarterly total revenues increased by 1% year over year to ¥3,713.7 billion, with weak sales in Game & Network Services, Pictures and Entertainment, and Technology & Services segments, offset by growth in Imaging & Sensing Solutions and Music segments [2][11] - Total costs and expenses for the quarter were ¥3,203.6 billion, down 1.9% year over year, leading to an operating income of ¥515 billion, which rose by 22% [13] Segment Performance - Game & Network Services (G&NS) sales decreased by 4% year over year to ¥1,613.6 billion, impacted by lower hardware unit sales, although operating income rose by 19% to ¥140.8 billion due to increased sales in network services [5] - Music sales improved by 13% year over year to ¥542.4 billion, driven by stronger live events and higher streaming revenues, with operating income increasing to ¥106.4 billion from ¥97.4 billion [6] - Pictures segment sales declined by 11% year over year to ¥353.3 billion, with operating income down 9% to ¥30.9 billion due to lower revenues from theatrical releases [7] - Technology & Services (ET&S) sales totaled ¥658.1 billion, down 7% year over year, with operating income decreasing by 23% to ¥59.4 billion [8] - Imaging & Sensing Solutions (I&SS) sales rose by 21% year over year to ¥604.3 billion, with operating income increasing to ¥132 billion from ¥97.5 billion [9] Fiscal Guidance - Sony revised its fiscal 2025 sales forecast to ¥12,300 billion from ¥12,000 billion, primarily due to expected strength in G&NS and I&SS divisions, with G&NS revenues now expected at ¥4,630 billion and I&SS at ¥2,080 billion [3][11] - Operating income guidance for fiscal 2025 has been raised to ¥1,540 billion from ¥1,430 billion, with net income now estimated at ¥1,130 billion compared to the previous estimate of ¥1,050 billion [15]

For the month of February 2026 Commission File Number: 001-06439 SONY GROUP CORPORATION (Translation of registrant's name into English) 1-7-1 KONAN, MINATO-KU, TOKYO, 108-0075, JAPAN (Address of principal executive offices) The registrant files annual reports under cover of Form 20-F. SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER Pursuant to Rule 13a-16 or 15d-16 of the Securities Exchange Act of 1934 Indicate by check mark whether the registrant files ...

Group 1 - Sony Group Corp. reported a 22% improvement in profit during the holiday quarter, leading to an upward revision of its full-year outlook due to strong demand for entertainment offerings [1] - The company sold 8 million PlayStation 5 consoles and 97.2 million software units in the three months to December, although profitability in the games and networking division declined due to rising hardware costs [2] - Sony expects an operating profit of ¥1.54 trillion ($9.8 billion) for the fiscal year through March, an increase from the previous forecast of ¥1.43 trillion, with an operating income of ¥515 billion in the December quarter [3] Group 2 - The music-streaming business and related live events contributed positively to overall sales, while the image sensor division saw a 20% revenue increase, benefiting from strong iPhone 17 sales [4] - The consumer electronics outlook is challenged by an industry-wide memory shortage, with dynamic random access memory costs surging 90% since the end of 2025, impacting manufacturers [5] - Analysts noted that the positive results from Sony's music, gaming, and semiconductor divisions, along with the upward revision of the outlook, likely reassured investors amid concerns about rising costs [7]

Financial Data and Key Metrics Changes - Sales of continuing operations in FY 2025 Q3 increased by 1% year-on-year to JPY 3,713.7 billion, while operating income rose by 22% to JPY 515 billion, both record highs for the third quarter [3] - Net income increased by 11% to JPY 377.3 billion [3] - The full-year sales forecast was upwardly revised by 3% to JPY 12,300 billion, operating income forecast by 8% to JPY 1,540 billion, and net income forecast by 8% to JPY 1,130 billion [3] Business Segment Data and Key Metrics Changes - G&NS segment sales decreased by 4% year-on-year, but operating income increased by 19% due to favorable foreign exchange rates and increased sales in network services and first-party software [4] - Music segment sales increased by 13% year-on-year, with operating income rising by 9%, reaching a record high for the third quarter [9] - I&SS segment sales increased by 21% year-on-year, and operating income increased by 35%, both record highs for the segment [15][16] Market Data and Key Metrics Changes - User engagement for PlayStation increased, with monthly active users rising by 2% to a record high of 132 million accounts [5] - The global interchangeable lens camera market demand remained strong year-on-year, particularly in Asia, despite a decline in sales in China [14] Company Strategy and Development Direction - The company plans to enhance its music, video, and event business by leveraging Peanuts IP, aiming for long-term growth [12][13] - A strategic partnership with TCL aims to strengthen the home entertainment business through a joint venture, focusing on optimizing management and leveraging both companies' strengths [15][32] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the uncertain business environment but expressed confidence in the company's ability to manage and produce results as the fiscal year-end approaches [18] - Concerns regarding memory supply and pricing were noted, but management believes the impact on high-end products will be limited [17][28] Other Important Information - The company increased its share repurchase facility from JPY 100 billion to JPY 150 billion, reflecting confidence in its business fundamentals [18][69] - The introduction of a lower-priced PlayStation model in Japan aims to enhance market presence and is expected to have a mid to long-term positive impact [48] Q&A Session Summary Question: About the game "Marathon" and its strategic significance - Management explained that user feedback led to modifications before the release, emphasizing the importance of live service games for recurring revenue [22][24] Question: Concerns about stock price performance - Management acknowledged market concerns regarding memory supply and the entertainment sector's performance but emphasized a focus on improving fundamentals and profitability [26][28] Question: ET&S structural reform and home entertainment partnership - Management clarified that the partnership with TCL aims to optimize the home entertainment business, including TV and audio [31][32] Question: Impact of rising memory prices on PS5 - Management indicated that while there may be some impact on new hardware sales due to cost increases, the established software and network service revenue will continue to contribute significantly [34][36] Question: Music streaming revenue growth prospects - Management expects continued growth in the music business driven by increasing average revenue per user and user numbers [39] Question: Generative AI's impact on game development - Management views generative AI as a tool that can enhance creativity in game development, emphasizing the importance of integrating AI with artistic sensitivity [80]

Financial Data and Key Metrics Changes - Sales of continuing operations in FY 2025 Q3 increased by 1% year-on-year to JPY 3,713.7 billion, while operating income rose by 22% to JPY 515 billion, both record highs for the third quarter [3] - Net income increased by 11% to JPY 377.3 billion [3] - Full-year sales forecast was upwardly revised by 3% to JPY 12,300 billion, operating income forecast increased by 8% to JPY 1,540 billion, and net income forecast also increased by 8% to JPY 1,130 billion [3] Business Segment Data and Key Metrics Changes - **G&NS Segment**: FY 2025 Q3 sales decreased by 4% year-on-year, but operating income increased by 19% due to favorable foreign exchange rates and increased sales in network services and first-party software [4] - **Music Segment**: Sales increased by 13% year-on-year, with operating income rising by 9%, reaching a record high for the third quarter [9] - **Pictures Segment**: Sales decreased by 11% year-on-year, and operating income decreased by 9% due to the absence of blockbuster films compared to the previous year [11] - **ET&S Segment**: Sales decreased by 7% year-on-year, and operating income decreased by 23% due to lower sales, partially offset by improved operating expenses [13] - **I&SS Segment**: Sales increased by 21% year-on-year, and operating income increased by 35%, both record highs for the segment [15] Market Data and Key Metrics Changes - User engagement for PlayStation increased, with monthly active users rising by 2% to a record high of 132 million accounts [5] - Total playtime for the quarter increased by 0.4% year-on-year [5] - The global interchangeable lens camera market demand remained strong year-on-year, particularly in Asia [14] Company Strategy and Development Direction - The company aims to enhance its gaming and studio business by releasing new titles and leveraging successful franchises [8][10] - A strategic partnership with TCL was established to strengthen the home entertainment business through a joint venture [15][31] - The company plans to optimize its business portfolio and improve profitability while managing the impact of rising memory costs [17][69] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the uncertain business environment but expressed confidence in the company's ability to manage and produce results [18] - Concerns regarding memory supply and the impact of AI on the entertainment industry were discussed, with a focus on leveraging AI for content creation [26][53][78] Other Important Information - The company increased its share repurchase facility from JPY 100 billion to JPY 150 billion, reflecting confidence in its earnings and cash flow [18][68] - The acquisition of an additional equity interest in Peanuts Holdings was highlighted as a strategic initiative to enhance brand value [12] Q&A Session Summary Question: About the game "Marathon" and its strategic significance - Management explained that user feedback led to modifications before the release, emphasizing the importance of live service games for recurring revenue [22][24] Question: Concerns about stock price performance - Management acknowledged market concerns regarding memory supply and the entertainment sector's performance, emphasizing a focus on improving fundamentals and profitability [25][27] Question: ET&S structural reform and home entertainment partnership - Management clarified that the partnership with TCL aims to optimize the home entertainment business, with details still being discussed [30][32] Question: Impact of rising memory prices on PS5 - Management indicated that while there may be some impact on hardware sales, the established software and network service revenue will continue to contribute significantly [33][35] Question: Music streaming revenue growth prospects - Management expressed confidence in continued growth in the music business, driven by increasing average revenue per user and user numbers [39] Question: Generative AI's impact on game development - Management viewed AI as a tool that can enhance creativity in game development, emphasizing the importance of integrating AI with artistic sensitivity [77][78]

Financial Data and Key Metrics Changes - Sales of continuing operations in FY 2025 Q3 increased by 1% year-on-year to JPY 3,713.7 billion, while operating income rose by 22% to JPY 515 billion, both record highs for the third quarter [2] - Net income increased by 11% to JPY 377.3 billion [2] - Full-year sales forecast was upwardly revised by 3% to JPY 12,300 billion, operating income forecast increased by 8% to JPY 1,540 billion, and net income forecast also increased by 8% to JPY 1,130 billion [2] Business Segment Data and Key Metrics Changes - G&NS segment sales decreased by 4% year-on-year, but operating income increased by 19% due to favorable foreign exchange rates and increased sales in network services and first-party software [3] - Music segment sales increased by 13% year-on-year, with operating income rising by 9%, driven by live events and streaming revenue [6][7] - ET&S segment sales decreased by 7% year-on-year, and operating income decreased by 23% due to lower sales [12] - I&SS segment sales increased by 21% year-on-year, and operating income increased by 35%, both record highs for the segment [14][15] Market Data and Key Metrics Changes - Monthly active users across all PlayStation platforms increased by 2% year-on-year to a record high of 132 million accounts [4] - Total playtime for the quarter increased by 0.4% year-on-year [4] - The global interchangeable lens camera market demand remained strong year-on-year, particularly in Asia [13] Company Strategy and Development Direction - The company plans to enhance its music, video, and event business by leveraging Peanuts IP, aiming for long-term growth [11][12] - A strategic partnership with TCL aims to strengthen the home entertainment business through a joint venture [14][26] - The company intends to prioritize monetization of its existing install base and expand software and network service revenue in the gaming segment [5] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the uncertain business environment but expressed confidence in achieving results as the fiscal year-end approaches [17] - Concerns regarding memory supply and pricing were noted, with management indicating a focus on improving profitability and optimizing the business portfolio [23][45] - The company remains optimistic about the upcoming software lineup in the gaming and Sony Pictures segments [45] Other Important Information - The company increased its share repurchase facility from JPY 100 billion to JPY 150 billion, reflecting confidence in its business fundamentals [17][52] - The acquisition of an additional equity interest in Peanuts Holdings is expected to contribute approximately JPY 45 billion to operating income [7] Q&A Session Summary Question: About the game "Marathon" and its strategic significance - Management explained that user feedback led to modifications before the release, emphasizing the importance of live service games for recurring revenue [20] Question: Concerns about stock price performance - Management acknowledged market concerns regarding memory supply and the overall entertainment sector but emphasized a focus on improving business fundamentals [23] Question: About the strategic partnership with TCL - Management clarified that the partnership aims to optimize the home entertainment business, including TV and home audio [26] Question: Impact of rising memory prices on PS5 - Management indicated that while there may be some impact on hardware sales, the focus will remain on software and network services, which are expected to continue contributing significantly [28] Question: Music streaming revenue growth prospects - Management expressed confidence in mid to long-term growth in the music business, driven by increasing average revenue per user and user numbers [31] Question: Generative AI's impact on game development - Management views generative AI as a tool that can enhance creativity in game development, emphasizing the need for integration with human sensitivity [61]

Group 1 - The Nikkei 225 Index fell 0.9% to close at 53,818.04, influenced by technology stocks amid valuation concerns and a broader Asian market slump due to rising AI investment costs [2][3] - SoftBank Group experienced a significant decline of 7% after its affiliated chip design firm Arm Holdings missed analysts' expectations on licensing revenues [2][3] - Semiconductor-related stocks saw notable drops, with Rohm down 9.1%, Advantest down 4.8%, and Disco down 4.4% in early Tokyo trading [2][3] Group 2 - The pharmaceuticals sector emerged as the top performer among the Tokyo Stock Exchange's 33 industry groups, driven by Astellas Pharma's 10% surge after the company raised its net profit forecast for the fiscal year by nearly five times [2][3] - There were 137 advancers on the Nikkei index compared to 88 decliners, indicating the significant influence of a few heavyweight tech names [2][3] - Despite the overall market decline, selective buying tied to earnings is expected to continue in Japan [2][3]

February 5, 2026 Q3 FY2025 Consolidated Financial Results (Three months ended December 31, 2025) Sony Group Corporation Changes in Disclosure Classification of Consolidated Results Changes in Disclosure Classification of Consolidated Results Previous Disclosure Classification Disclosure Classification Before the Execution of the Spin-off (1H FY25) Disclosure Classification After the Execution of the Spin-off (2H FY25) FY24*1 FY25 G&NS Music Pictures ET&S I&SS All other / Corporate and elimination*2 Financia ...